---
title: "Waybook Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Waybook the right Business Process Management solution for you? Explore 56 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/229790/Waybook/reviews/"
page_type: "reviews"
language: "en"
---

Waybook

4.9 (56)

[View alternatives](https://www.capterra.com/p/229790/Waybook/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 26th, 2026

# Reviews of Waybook

Ease of use

4.9

Customer Service

5.0

## Pros and Cons in Reviews

MB

Melissa B

OwnerRetail, 2 - 10 employeesUsed the software for: 1-2 years.

“Waybook helped me build my processes for team members, which in turn makes training my team more seamless, work more fluid, and is a guide we can depend on for not just now, but the future.“

July 24, 2026

AK

Alla K

Executive DirectorHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years.

“The documents are not formatted the way you would for printing so keeping letters to clients or employees is not possible unless you do it in pdf format, which is inconvenient because we always need to change the name, address, date, etc. “

May 26, 2022

SJ

Stephanie J

Executive AssistantLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months.

“We can easily share links with the team and easily make updates too.“

August 29, 2025

KL

Kristy L

Executive Assistant to Kristen DavidManagement Consulting, 11 - 50 employeesUsed the software for: Less than 6 months.

“You must use Waybook's formatting options, and the software does not allow you to tab on the first line. “

February 17, 2022

IS

Ian S

Founding partnerVeterinary, 11 - 50 employeesUsed the software for: More than 2 years.

“Traditionally, I had written this in large word documents. But I am so pleased I got introduced to Waybook which makes everything so much better.“

August 29, 2025

ES

Emily S

Marketing ManagerInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months.

“The initial templates may not be directly relevant to your business.“

September 13, 2021

AR

Alexander R

Marketing DirectorWriting and Editing, 11 - 50 employeesUsed the software for: 1-2 years.

“It allows us to add structure to info, ensure nothing is lost and provides a fantastic way to upskill team members and grow your company.“

November 8, 2023

## Showing most helpful reviews

Showing 1-25 of 56 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Amy F.  
Operational Excellence Manager  
Construction  
Used the software for: Less than 6 months

### "Collaborators & Partners, Not Just Securing a Contract"

September 15, 2023

5.0

I am the Operational Excellence Manager for my company, and in my search for a platform that values collaboration and partnership over just securing a contract, I came across Waybook. I must say that I have never encountered a platform more dedicated to engaging its users.I had been grappling with the challenge of finding a user-friendly, modern, and accessible solution for housing our company policies, SOPs, L&D materials, and general resources. Then, I stumbled upon Waybook. While it may not be 100% aligned with our ideal solution, it surpasses any other platform we've experimented with thus far. What sets Waybook apart is their willingness to actively seek feedback. I have had the opportunity to provide input and have actually witnessed changes being implemented within the month we've been working together.If you are in search of a platform that is genuinely committed to working alongside you, I wholeheartedly recommend giving Waybook a try.

Pros

Support is incredible and highly collaborative. The ease of use is huge.

Cons

I do not like the format of exports. We need to be able to create page breaks so the printouts are also an easy to utilize resoure. We also don't like that the email reminders cannot have customized message. Instead, department heads are sending emails from their accounts and linking people back to Waybook to review. It's just not ideal for our workflow.

Alternatives considered

[Paycor](https://www.capterra.com/p/133745/Paycor-Perform/)

Reason for choosing Waybook

Ease of use and implementation.

Review Source

Response from Waybook

September 26, 2023

Hi Amy, Thanks so much for your review. I am so glad to hear that you've found Waybook supportive and collaborative. This is the exact environment that we want to present and am so pleased that it is coming through! I appreciate the feature requests here and I know these are things that we have put on our roadmap. I will be sure to let you know once they are released. All the best, Sophia

TR

Taleah R.  
Human Resources Manager  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Waybook Review"

November 11, 2022

5.0

Overall, we are very happy with this purchase. It is user friendly and easy to track progress of training and documents. Waybook can house documents such as handbooks and company policies. It's been a great addition to our company resources.

Pros

We chose Waybook to keep our team members aligned with sharing of documents, policies and procedures and most of all tracking training by administration of tests.

Cons

We have not found a specific feature that we like least or Waybook should incorporate.

Switched from

[Google Drive](https://www.capterra.com/p/161425/Drive/)

To make things easily accessible and orderly.

Review Source

Response from Waybook

November 18, 2022

Hi Taleah, Thank you for your review. We're so pleased we can help you and your team stay aligned and also give you the ability to track your team's training. If you ever have any feature requests in the future, do not hesitate to get in touch - we'd love to hear them. Elle and the Waybook team

SJ

Stephanie J.  
Executive Assistant  
Law Practice  
Used the software for: 6-12 months

### "User friendly, interactive, useful. "

August 29, 2025

5.0

User friendly, interactive, useful. We will continue to use it for sharing Standard operating procedures across the firm.

Pros

We use it to keep our SOPs since we work remotely. It has been fantastic. We can easily share links with the team and easily make updates too.

Cons

It doesn't allow you to style the paragraph as you'd like. Sometimes it's hard to paste paragrphs in the same style or font.

Review Source

KK

Karen K.  
Project Manager  
Law Practice  
Used the software for: Less than 6 months

### "Love it!"

August 8, 2023

5.0

Onboarding, documenting systems & processes, housing job descriptions and job aids by role to make ongoing training a snap.

Pros

We need a single source of truth for all of the processes and job types in our company. Waybook templates were great for getting us started. Their customer service response is lightening fast, friendly and super helpful. Couldn't ask for better support.

Cons

Overall it was very easy - templates made getting started a snap. Only had a few issues with editing that the support team was able to resolve rather quickly or at least provide a temporary workaround for.

Alternatives considered

[Trainual](https://www.capterra.com/p/175749/Trainual/)

Reason for choosing Waybook

Loved the product right from the demo. It was intuitive and easy to learn.

Review Source

Response from Waybook

October 2, 2023

Hi Karen, Thank you for your review and feedback. I am so glad to hear that you have enjoyed using Waybook and found it easy to navigate. Please let us know if you have any other issues with templates or would like some additional support. We look forward to continuing to help you build and grow your SOPs. Best, Sophia

Josh M.  
Managing Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Great product and excellent support"

September 25, 2023

5.0

Great customer service. Was blown away at getting a feature request added overnight!

Pros

Flexible and powerful. Waybook has excellent features and are constantly releasing updates. It's a really nice interface for team onboarding, training and processes. We have developed a huge number of documents for internal training and onboarding, and now our training is better than ever for new staff. Waybook's system is excellent for this.

Cons

Once you've checked off a list, as you've worked through a process, if you want to work through that process again (e.g. with another project) you need to untick all of the checkboxes manually before reusing them. So it's not quite as powerful as Process St in that sense (but the pricing is way better!) Apart from that, we love it!

Review Source

Response from Waybook

October 2, 2023

Hi Josh, Thank you for your review and feedback. I am so glad to hear that using Waybook has improved the onboarding and training of new staff. Thank you for the feedback on the checklist. I can understand how that would be frustrating and will see if this is something we can improve. I am glad to hear that overall you are having a positive experience using Waybook. Best, Sophia

VR

Verified Reviewer  
Digital Strategis  
Internet  
Used the software for: Less than 6 months

### "Business' Bestfriend for Knowledge Management & Business Process Documentation"

January 29, 2022

5.0

Pros

I love its simplicity and well-thought process structure. I find Waybook as a well-designed tool with simplified organisation in mind for keeping business processes documentation, training, and knowledge-base platform in the most efficient way. It is easy to even get started with the tool without compromising organisation and structure. It is very innovative in the sense that you can gamify training, add videos, forms, and quizzes.

Cons

I think that there's room for improvement by incorporating process templates inside the platform. Currently, you can only get a template for a structure. When you are starting from scratch, having an easy to access templates with contents will give you inspiration.

Review Source

Response from Waybook

February 9, 2022

Thank you so much for your review. "Business' Bestfriend for Knowledge Management & Business Process Documentation" is so wonderful to read - thank you! Simplicity is a huge thing for us - we want to create a central source of truth for your business and making this content easy for your team to navigate is crucial, so I'm happy to know you like this about the tool. Also, very pleased to hear your feedback on templates. We do have a template library for Waybook users to access, but I'm also pleased to say that we're working on a brand new template library as well as continuing to add to the existing library. If you don't already have access to our templating library please do reach out to me via support and I'll be happy to give you access to this. Looking forward to continuing to grow with you and your team.

Ivan N.  
Marketing Director  
Retail  
Used the software for: 1-2 years

### "Excellent knowledge base and SOP management"

November 16, 2022

5.0

Overall the product value is there and the customer service is excellent.

Pros

Waybook is an intuitive way to manage business processes and helping with the onboarding of new team members. They have good feature sets like permissions and summary emails that help give a bird eyes view on the teams progress.

Cons

The text editing leaves much to be desired but it has vastly improved since we've begun using it.

Review Source

Response from Waybook

July 5, 2023

Ivan, Thank you so much for your review! I'm so pleased Waybook is an excellent knowledge base and SOP management and has helped you onboard new team members. We love this feedback on improving the text editing. We are working hard to ensure that we are helping you get the most out of our features. I will pass this back to the Development team and see what else we can do. Thanks again for your kind feedback and do not hesitate to get in touch if there's ever anything we can do to help! Sophia and the Waybook team

Daniele P.  
Owner  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Perfect balance of features and ease of use"

February 3, 2022

5.0

Recommend to anyone looking to have a standardised platform for learning and knowledge sharing in their organisation.

Pros

I looked through quite a few platforms to implement standardised SOPs across our companies and Waybook stood out as feature rich but not bloated in its appearance and ease of use. Elle from the Customer Support team has been instrumental in getting us started and even provided custom plans for our user needs.

Cons

I pointed out a few missing features and these were included promptly in the feature requests and 2 out of 3 are actually making the next release !

Review Source

Response from Waybook

February 9, 2022

Daniele, thank you so much for your review. It has been a pleasure working with you and I know that our product team have been very grateful for your feedback. Excited to continue growing with you and your team.

Gareth R.  
CEO  
Retail  
Used the software for: Less than 6 months

### "Fantastic tool for managing company knowledge.Easy to use, simple to look & great for remote workers"

August 29, 2021

4.0

Pros

Simple to setup and use. Nice user interface which makes the content easy to consume. No learning curve. Great value for money.

Cons

Mobile app would be nice. More visual customisation. Automation features would be nice.

Review Source

Response from Waybook

October 20, 2021

Hi Gareth, Thank you for your review and recommendation of Waybook. I'm pleased to say that we have automation features on the roadmap, but definitely reach out to the support team if you have any specific requests and we will be happy to pass them on to the product team. I'll pass these other requests on to the team, but happy to say they're all on our radar and I'm excited to let you know once they're live. Looking forward to continuing to support you and your remote team. If there's ever anything we can help with, get in touch.

David M.  
CEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Waybook is the Way for Sure to Outline Your Business!"

October 19, 2021

5.0

Great!

Pros

I love how simple it is to use and to get use to.

Cons

The limitations on the space on the pages when you are detailing information.

Review Source

Response from Waybook

October 27, 2021

Thank you for your review and recommendation, David. I'm so pleased you're finding Waybook simple to use and that we can support you in outlining your business. I appreciate your feedback on the space on pages when creating steps. We have done extensive research into line length to make this easier for your readers, but are investigating ways to handle this on larger screens. I'll be happy to keep you posted on updates

WG

William G.  
Owner Operator  
Construction  
Used the software for: 1-2 years

### "Waybook is the backbone of business. It’s all there to help me scale"

November 18, 2022

5.0

My overall experience has been fantastic

Pros

It’s a straight forward tool that allows you to show and build value in your business.

Cons

It’s not available as an app yet, which would be amazing as I would like to create more SOP guidance on the go.

Alternatives considered

[Google Drive](https://www.capterra.com/p/161425/Drive/)

Reason for choosing Waybook

All the features you need in one place.

Review Source

Response from Waybook

November 23, 2022

Will, Thank you so much for your review! We love working with you and your team, and are really excited to launch mobile support for you in the future to help your team access and collaborate on new SOPs on the go! I'll be in touch as soon as we open mobile support up to early testers and you know where we are if you need anything in the meantime. Elle and the Waybook team

BA

Brice A.  
Owner & Creative Director  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Onboarding & SOPS Done Right"

March 7, 2022

5.0

I have tried a bunch of softwares both specialty and general to get my SOPs the way I want them but I'm happy I found waybook, there are other ways to store and share this information but I think this is the best one.

Pros

The best features are the core features, being an interactive onboarding, training, and knowledge repository. It's easy to create, edit, and archive pages. You can embed any kind of media possible to create and implement repeatable processes for repeatable results.

Cons

The only improvement I would like to see is maybe webhooks, or integrations with zapier competitors.

Alternatives considered

[Trainual](https://www.capterra.com/p/175749/Trainual/)

Review Source

Response from Waybook

March 30, 2022

Hi Brice, Thank you so much for your review. I'm so pleased you're enjoying using Waybook and finding content easy to build. I think we have some exciting features in the pipeline to help you do even more when it comes to repeat processes, so super excited to share these with you when they're ready. I'm pleased to say that the team are investigating other integration options, outside of the work we've done with Zapier. I'll definitely keep you posted on this. If there's ever anything else we can help with or you'd like to see, do not hesitate to get in touch. Elle

JG

Jon G.  
Developer  
E-Learning  
Used the software for: Less than 6 months

### "Onboard the Waybook train in a big way!"

May 28, 2021

5.0

The addition of tracking functionality and the quiz aspect pushes Waybook over the top for me. The fact that the features above come from a product so wonderfully supported is the real joy though. The customer service team is second to none (and I've used loads of software). They're responsive and quick to support and so far have really taken on my support requests - specifically rolling out features to solve a few of them too! You can't go wrong with Waybook. An 11 out of 10 for sure.

Pros

I am onboard the Waybook train in a big way. I use it for my day job and my freelance work. I was pretty much sold as soon as I got access as the layout just makes perfect sense to me. The access rules are so simple and powerful. You can have dozens of different teams only seeing the content they need to interact with and then only some with edit access. A dream come true!

Cons

I'm keen for the team to implement an option to disable document tracking for content that is for reference only. An overhaul of the in-app home screen would be great too, so I can customise what is displayed. Both of those features are listed on their roadmap as coming soon though... so all good!

Review Source

Response from Waybook

June 2, 2021

Thank you for your review and recommendation, Jon! Also, a huge thank you for always being so forthcoming with feedback and suggestions. It's a pleasure supporting you and we can't wait to continue growing with you and your team! Elle

GM

Gianluca M.  
IT Manager  
Business Supplies and Equipment  
Used the software for: 6-12 months

### "Fantastic product"

March 11, 2022

5.0

Fantastic software and great support with fantastic feature

Pros

The ability to save and reuse process and the team experience

Cons

The ability to make a sandbox for every process and conditional process

Alternatives considered

[Process Street](https://www.capterra.com/p/135004/Process-Street/)[Notion](https://www.capterra.com/p/186596/Notion/)

Reason for choosing Waybook

Support and price and product itself

Review Source

Response from Waybook

March 30, 2022

Hi Gianluca, Thank you so much for your review. I'm so pleased you're loving using Waybook and had a positive experience with our support team. I'd love to chat with you a little more about your point on sandboxing and creating conditional processes. If you'd like to chat more, drop me a message at the support address and I'd love to find out more about this request. All the best, Elle

Antonio C.  
CEO  
Education Management  
Used the software for: Less than 6 months

### "Imprescindible si quieres crecer"

June 10, 2021

5.0

Por ahora todo genial. Nos ha gustado mucho a todo el equipo.

Pros

Muy fácil de usar, para mí y para mi equipo. Es muy user friendly, me gusta su buscador y la manera que puedes organizar todo.

Cons

El buscador es un poco lento, me gustaría que fuera un poco más rápido.

Alternatives considered

[Process Street](https://www.capterra.com/p/135004/Process-Street/)

Reason for choosing Waybook

Because I got a great deal in Appsumo.

Review Source

Response from Waybook

June 11, 2021

Thank you so much for your review and recommendation, Antonio. Your review title has made my day - our mission has always been to help organisations scale efficiently, as we definitely understand the struggles growing businesses face. Definitely get in touch with the team about speed. We've worked hard to make Waybook run as quickly as possible, so I'd love to look into this one for you so we can get your running as quickly as possible. Really looking forward to continuing to grow with you and your team! Elle

ID

Ivica D.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Waybook really helped me & my team to be more productive in our processes"

October 13, 2021

5.0

Waybook solves several challenges that we had: 1. Centralized place for all of our SOP (Standard Operating Procedures) 2. Ability to add text, images, and video in those 3. We can TRACK who went through the documents (and tomorrow's trainings) 4. Ability to control who sees what (this is huge as the graphics team doesn't need to see how we process payments)

Pros

The possibility to move procedures/processes and tasks around, and to collaborate on those processes / documents as Team

Cons

I would like to see more batch features in the app, e.g. like wehn we add new rows in the table - we need to do it one by one, and I would like to add (or delete) more in one step

Review Source

Response from Waybook

October 20, 2021

Hi Ivica, Thank you so much for your review and recommendation. I'm so pleased we're able to help you and your team be more productive in your processes. That's what we're here for! I'm also pleased to see that your requests for updates are already on our roadmap. I'll be sure to let you know as soon as we open these improvements up to beta testers or once they're rolled out to all users. If there's ever anything else you'd like to see us add, get in touch with support and we'll pass your feedback on to our developers during our weekly product meeting.

MF

Michael F.  
Entrepreneur  
Entertainment  
Used the software for: 6-12 months

### "Waybook Sets A New Standard"

June 8, 2021

5.0

Their customer service is excellent and they work with you to make it work and are very responsive.

Pros

This software helps you organize documents online for things such as SOP's and is a great resrource too. I used it to organize a deal flow history and it helped organized documents for a colleague to present them properly in an organized manner.

Cons

Easy organizeztion of online documents.\\and adding media.

Reason for choosing Waybook

I saw several advantages to make it work for my needs.

Review Source

Response from Waybook

June 9, 2021

Michael, thank you so much for your review and recommendation. I'm so pleased to hear you've found our support team to be helpful and we could help you get set up for success. You know where we are if you need anything along the way!

MM

Mike M.  
Broker-Owner  
Real Estate  
Used the software for: Less than 6 months

### "Waybook is just what I was looking for!"

January 25, 2022

5.0

I have created a new Realtor on-boarding template that I know will save time and money. I’m also going to create a Training template.

Pros

The software is easy to use. The step by step guide makes it simple to create custom pages. I highly recommend.

Cons

I haven’t found anything that is a con.

Review Source

Response from Waybook

February 9, 2022

Mike, thank you so much for your review! I'm so pleased to hear you're finding Waybook easy to use and have been finding our guide valuable. We're always looking to expand our templates library and if you'd be interested in sharing your templates with the rest of the community, please drop me a message via support - I'd love to chat to you more about this.

MF

Maciek F.  
CEO  
Education Management  
Used the software for: Less than 6 months

### "Value for money and a good way to roll out SOP's"

March 1, 2022

4.0

Pros

Easy to use. VEry easy to deploy within the organisation.

Cons

Some pre-written templates and better examples would be good.

Review Source

Response from Waybook

March 30, 2022

Maciek, Thank you so much for your review. I have great news... our new and improved template library is on its way. If there are specific templates you'd like to see, or you have templates to contribute, get in touch with support and the team will be more than happy to help Super pleased to hear you're finding Waybook easy to use! Elle

MB

Melissa B.  
Owner  
Retail  
Used the software for: 1-2 years

### "A Very Happy Waybook Owner :)"

July 24, 2026

5.0

Waybook helps deliver the best training and guidance you can provide your team. And that gives you back your time.

Pros

Waybook helped me build my processes for team members, which in turn makes training my team more seamless, work more fluid, and is a guide we can depend on for not just now, but the future. The amount of time it takes to train team members is far less than it would be one-on-one. Be prepared for the largest amount of time taken in the initial formation of your Waybook. Once it's formed, though, unless your business has any internal updates, it's ready for every future team member. Done! If you need help forming your Waybook, their staff is great! They helped train me how to use the Waybook software itself, and I enlisted the service they offer of forming the Waybook for you. Their response times to questions are very prompt - 1 day turnaround for UK to US. What I really love are all the controls administrators and team members have. You can section one training for one department, one for another, and they're not overwhelmed with things they don't need. The best part is if a team member has any question, the Waybook is searchable! Ask your Waybook a question, and as long as you've input your business processes, Waybook will answer them. No more taking all day to answer questions. It does it for you so you can concentrate on growth.

Cons

This is a tough one ... I'm really nit-picking to come up with a con. I am a highly detailed person, so the only con I noticed is not all of my questions are answered in the Waybook help guide. But these were VERY specific questions that were still answered promptly by their staff.

Review Source

IS

Ian S.  
Founding partner  
Veterinary  
Used the software for: 2+ years

### "Waybook is great for my veterinary practice"

August 29, 2025

5.0

As a new start-up, I understood the importance of having good systems and processes and the need to train new members of staff as they joined the team. Traditionally, I had written this in large word documents. But I am so pleased I got introduced to Waybook which makes everything so much better. In particular the on-boarding of new members of the team has been improved tenfold.

Pros

Waybook is a very intuitive piece of software to use. It has helped me to manage many aspects of my business. I am delighted that they are always improving the product with new features that are really helpful. The support is also excellent on the few occasions I’ve had to use it.

Cons

There is not yet automated reporting of staff progress through their training or if important documents have not been completed

Review Source

Response from Waybook

September 1, 2025

Thank you so much for your review, Ian! We love working with you and the team and are pleased we've been able to support you in streamlining process management and onboarding within your practice!

PS

Phil S.  
President of Operations  
Plastics  
Used the software for: Less than 6 months

### "Level up with Waybook"

August 29, 2025

5.0

It has been a great step for us to take our training and documentation to the next level. Initially setting up all the documents can be a heavy lift but now it is less labor intensive tracking progress of employees and updating documents.

Pros

Tracking the employees progress through our training documents is very helpful. Being able to add pictures and videos to our documents is awesome. The customer service is great and responsive. Fantastic value for the money.

Cons

I wish the app had a similar or the same dashboard as looking at it on the web. A more robust app would help.

Alternatives considered

[Trainual](https://www.capterra.com/p/175749/Trainual/)[Notion](https://www.capterra.com/p/186596/Notion/)

Reason for choosing Waybook

Price and the look and feel of the product.

Review Source

AR

Alexander R.  
Marketing Director  
Writing and Editing  
Used the software for: 1-2 years

### "The Ultimate Tool that Will Grow Your Business Massively"

November 8, 2023

5.0

This is probably one of the most critical tools I use. I've bought and used over 300 online tools and this ranks in the top 3 for me. That says it all. It allows us to add structure to info, ensure nothing is lost and provides a fantastic way to upskill team members and grow your company.

Pros

Before Waybook I tried various other process management tools that people have recommended. Things like Bit.ai, GDOCS, Process.st and a few others. They were all great at individual things, but they never combined the flow and storage and flexibility of Waybook. Waybook is easy to use, it's got a clean interface and it flows logically. It's flexible in the formats it allows you to use. Whenever I onboard new team members, they 'just get it' - which says it all! I also trust the team behind Waybook with the storage of crucial documents. I mean I've probably uploaded 5000 videos in my various SOPS, and it's never crashed or had an issue. They have some very useful shortcuts that make it very easy to write and add new SOPS. They keep adding new features that are actually useful, while avoiding feature bloat, which I appreciate.

Cons

This is a tough one as they really have ironed out any issues I reported! My only current issue is so minor it's not worth mentioning, but when you do SOPS you often need to link to various items and it would be great if you could put the link in your clipboard, hightlight the word you want to link on and press ctrl+V to have it auto set the link (rather than clicking on the add link, and then clicking in the box and then pasting the link). Or they could do it like Slack, with ctrl+ U, then ctrl+V to insert a link quickly! As I said...very very minor!

Reason for choosing Waybook

It allows us to store documents in various formats, configure permissions and is an easy to use interface.

Review Source

Response from Waybook

November 10, 2023

Hi Alexander, Thank you so much for the feedback and review. I am so glad to hear that you are enjoying the product. Even though your con is minor I appreciate you mentioning it and will be sure to let you know once it is resolved. I am really glad to hear that the value of Waybook is clear, the product is easy to use, and you continue to enjoy it. Please keep your thoughts and feedback coming. Best, Sophia and the Waybook team

TR

Thomas R.  
Senior Customer Success Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Efficient Way of Managing Operating Procedures and Client Knowledge Bases"

June 30, 2023

5.0

Waybook has allowed our start-up to document all our processes, making us more efficient and streamlined, resulting in less calls and meetings. This has meant new joiners can easily understand how to execute tasks and understand our ways of working.We also use it as the main Knowledge Base for our clients for our SaaS platform, which users have said is a fantastic resource, which is easy to navigate and use. Our business couldn't operate without Waybook and it's been invaluable to our success in scaling up.

Pros

The efficient organisation of your company's content is a great feature of Waybook. It allows you to easily organise items through Categories, Subjects and Documents. It centralises all your SOPs in one place, instead of having disparate documents.The formatting and design of your content allows it to be easily interpreted. We use it both internally, to train new joiners, and externally, as a Knowledge Base for our clients.

Cons

There are occasionally formatting glitches where you cannot break out of bullet points/numbering, when you are trying to change the formatting of your content. You have to create a new space of content, format it accordingly and delete what is not needed. Having the format icon on the left, on each line of content would be a good fix for this.

Review Source

Response from Waybook

July 4, 2023

Thomas, Thank you so much for your review! I'm so pleased Waybook has efficiently organized items and centralized all your SOPs. I am glad that it has helped you train new joiners and helped provide a Knowledge base for your clients! We love this feedback on the formatting glitches. We are always looking for ways to add to the user's experience. I will make sure to raise it with the Development Team and see what can be done. Thanks again for your kind feedback and do not hesitate to get in touch if there's ever anything we can do to help! Sophia and the Waybook team

Nuno Filipe B.  
Managing Director  
Machinery  
Used the software for: Less than 6 months

### "A fantastic tool you can't miss!!"

September 1, 2021

5.0

Very good, totally recommended.

Pros

I like the easiness of Waybook, it is a very intuitive app and has the flexibility of inserting all types of content. You can even take quizzes to make sure people understood everything and get a track record of who see the procedures. Very, very good app. Totally happy!

Cons

I did not find any point to be unhappy but I'd like to see a near future the multi-language feature. We run 2 countries and it would be awesome to be able to publish documents in 2 different languages and any given user would see it for his language.

Alternatives considered

[Process Street](https://www.capterra.com/p/135004/Process-Street/)

Reason for choosing Waybook

Waybook serves different purposes. We are using another tool to automate processes but Waybook is the tool where they get defined.

Switched from

[Google Drive](https://www.capterra.com/p/161425/Drive/)[Notion](https://www.capterra.com/p/186596/Notion/)[Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)

We find Waybook more straightforward to be our single source of truth in that relates to company knowledge.

Review Source

Response from Waybook

October 20, 2021

Hi Nuno Filipe, Thank you so much for your review and recommendation of Waybook. I'm so pleased to see that you're finding Waybook to be easy to use. We've invested a lot of time into making sure our UI is simple and easy for you to get started without any need for additional platform training. Also really happy to see that we've been able to help you to consolidate your tech stack and centralise your important business processes and documents. Really excited to continue supporting you and your team, as well as watching your Waybook grow. If we can ever help, you know where we are.

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